FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.3M
3
+$6.24M
4
APPH
AppHarvest, Inc. Common Stock
APPH
+$5.99M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.75M

Top Sells

1
+$17.1M
2
+$13.5M
3
+$11.6M
4
PH icon
Parker-Hannifin
PH
+$6.41M
5
GD icon
General Dynamics
GD
+$6.22M

Sector Composition

1 Technology 11.02%
2 Consumer Discretionary 4.01%
3 Healthcare 3.1%
4 Financials 2.75%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$674K 0.05%
19,907
+305
402
$673K 0.05%
9,004
+3,307
403
$671K 0.05%
5,369
-20
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11,086
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405
$663K 0.04%
30,068
+9,520
406
$663K 0.04%
6,283
-300
407
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3,112
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408
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-114
409
$657K 0.04%
4,925
-178
410
$657K 0.04%
18,010
+2,145
411
$656K 0.04%
9,689
-20,994
412
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24,614
+3,657
413
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14,286
+84
414
$650K 0.04%
14,168
-593
415
$649K 0.04%
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416
$648K 0.04%
48,349
+4,078
417
$647K 0.04%
18,064
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418
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1,039
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419
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23,480
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420
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4,540
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421
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16,452
-1,486
422
$638K 0.04%
+4,676
423
$635K 0.04%
3,243
-5
424
$629K 0.04%
15,794
+7,442
425
$627K 0.04%
31,218
-42,523
15 16
17
18 19